We are live on ! Find out more
PODD icon

Insulet

528 hedge funds and large institutions have $11.2B invested in Insulet in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 203 increasing their positions, 190 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 190

2.97% less ownership

Funds ownership: 102.93%99.96% (-3%)

9% less funds holding

Funds holding: 578528 (-50)

24% less call options, than puts

Call options by funds: $120M | Put options by funds: $158M

35% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 123

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

46% less capital invested

Capital invested by funds: $20.7B → $11.2B (-$9.54B)

Holders
528
Holders Change
-50
Holders Change %
-8.65%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
80
Increased
203
Reduced
190
Closed
123
Calls
$120M
Puts
$158M
Net Calls
-$37.8M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$2.23K
SOW
502
State of Wyoming
Wyoming
$2.23K +$1.34K +6 +75%
WTA
503
Washington Trust Advisors
Massachusetts
$2.07K -$6.72K -30 -70%
HBW
504
Hazlett, Burt & Watson
West Virginia
$2K -$2.24K -10 -50%
PVH
505
Psagot Value Holdings
Israel
$2K +$3.36K +15 New
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$1.75K +$224 +1 +10%
AWM
507
Abound Wealth Management
Tennessee
$1.59K +$448 +2 +25%
MAWCM
508
Mine & Arao Wealth Creation & Management
California
$1.12K
Lazard Asset Management
509
Lazard Asset Management
New York
$1K -$148K -660 -99%
BTI
510
Blue Trust Inc
Georgia
$1K
NS
511
NBC Securities
Alabama
$1K +$2.46K +11 New
CPG
512
Cornerstone Planning Group
New Jersey
$957
WWM
513
Wolff Wiese Magana
California
$798 +$1.12K +5 New
AWA
514
Authentikos Wealth Advisory
California
$797 +$1.12K +5 New
SWA
515
Sutton Wealth Advisors
Florida
$797 +$1.12K +5 New
BAAM
516
Baker Avenue Asset Management
California
$638 +$224 +1 +33%
SIC
517
SJS Investment Consulting
Ohio
$479 +$224 +1 +50%
GI
518
Gradient Investments
Minnesota
$478
VCM
519
Versant Capital Management
Arizona
$478
CTA
520
Colonial Trust Advisors
South Carolina
$478 +$672 +3 New
JWA
521
JFS Wealth Advisors
Pennsylvania
$319 -$1.79K -8 -80%
AAP
522
Arax Advisory Partners
Colorado
$319 -$896 -4 -67%
MCM
523
Manchester Capital Management
Vermont
$319
TFA
524
Toth Financial Advisory
Virginia
$319
RG
525
Retirement Group
California
$159

PODD Hedge Fund Activity: Q3 2023 in Review

528 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q3 2023, worth a combined $11.2B — down 46% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PODD and 80 opened new positions — a net loss of 43 holders — while 190 trimmed existing stakes and 203 added.

The largest buyer was Capital Research Global Investors, adding an estimated $616M. The largest seller was Fidelity Investments, cutting an estimated $519M.

  • 528 institutional investors held Insulet (PODD) as of Q3 2023, down from 578 in Q2 2023.
  • Funds reported $11.2B of Insulet stock for Q3 2023, down 46% quarter-over-quarter.
  • 80 funds opened new Insulet positions in Q3 2023 and 123 closed out, a net change of -43 holders.
  • The largest Insulet buyer in Q3 2023 was Capital Research Global Investors, an estimated $616M added.
  • The largest Insulet seller in Q3 2023 was Fidelity Investments, an estimated $519M sold.

Based on aggregated 13F filings for Q3 2023.